
Business Case Study
Enhanced Customer Experience in Insurance?: Impact of Agentforce on FNOL Processes
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Table of Contents
The rapid evolution of artificial intelligence (AI) is reshaping the way we work, compete, and innovate. While numbers speak for themselves according to a Salesforce survey, 91% of small and medium businesses (SMBs) leveraging AI report increased revenue.
Meanwhile, 86% of IT leaders believe generative AI will soon take center stage in their organizations. These statistics underscore a critical truth that AI is no longer optional. It’s a strategic imperative for businesses aiming to thrive in an increasingly competitive landscape.
But where do you begin? Whether you are just beginning your AI journey or seeking to optimize existing initiatives, having a strong AI strategy is essential for your business.
This blog will guide you through the process of building an effective AI strategy for 2025, focusing on how AI can transform your business and help you achieve your desired outcomes.
So, without further ado, let’s start by understanding an AI strategy!
An AI strategy is a comprehensive plan that outlines how a business will use artificial intelligence (AI) to achieve its goals and solve problems. It involves identifying the right use cases, investing in technology and talent, and aligning AI initiatives with the overall business strategy.
An AI strategy is critical for businesses because it provides a clear roadmap for leveraging AI effectively. However, without a strategy, businesses can end up:
Thus, here’s why an AI strategy matters:
A carefully planned AI strategy ensures that the initiatives taken correlate directly to the company’s objectives. Examples could include objectives like boosting revenue, cutting expenses, or enhancing customer satisfaction.
The strategy focuses on high-impact use cases that can surely deliver measurable results that eventually maximize the return on investment (ROI). For example, if a business is into manufacturing, it can utilize the proactive predictive maintenance capabilities of AI and ensure that there is a significant reduction in downtimes and hence more savings and maximized returns.
AI enables businesses to innovate by automating processes, uncovering insights, and creating new products or services. Suppose there is an e-commerce platform that allows virtual try-ons and also gives AI-powered recommendations; it is bound to have a higher competitive edge in the market.
Implementation of AI automates repetitive administrative tasks, allowing employees to focus on higher-value activities such as providing value to customers and delving into research.
AI provides real-time and data-driven insights that can help businesses make smarter, faster decisions.
But before moving ahead and figuring out a suitable AI strategy template, let’s explore key questions businesses should address.
Having answered these questions, you are now ready to frame and understand what should be your business’s AI strategy.
Here’s a proper outline for your winning AI business strategy this fiscal year:
Start by establishing a modern data infrastructure that is strong and efficient to implement AI. Here’s how you could achieve it:
Break down AI adoption into manageable phases to minimize risk and maximize ROI.
Adopt a scalable and agile approach and start with pilot projects (i.e. small experimental and test projects), then measure their impact and further scale across the organization and other departments.
You can have your project split up into 3 or more phases based on the requirements, intensity, and time allocated.
For example, consider this breakdown for reference:
Build a workforce capable of working with AI tools and technologies. Upskill your existing workforce by launching AI literacy programs for non-technical employees.
Provide advanced training for technical teams in machine learning, deep learning, and AI ethics. Additionally, create an environment where employees feel empowered to experiment with AI.
Maintain high-quality, trustworthy data for AI models. Plus also make sure to have an ethical usage of AI.
Follow these action steps for reference:
Track the impact of AI initiatives on business outcomes. Follow these steps for more clarity:
Engage with AI service providers to implement advanced tools across various departments in a hassle-free manner. Additionally, collaborating with experts can ease the process of developing and executing a customized AI strategy just made for your business.
Almost every business is now using tools powered by AI, with an impressive 98% adoption rate. Additionally, the use of generative AI tools, such as chatbots and image creation, has nearly doubled from last year, rising to 40%. (U.S. Chamber of Commerce)
This signifies that the use of AI in businesses is at an all-time high. Though there are various applications of AI in business, let’s discuss a few of them briefly, along with some examples.
Enhanced Customer Experience in Insurance?: Impact of Agentforce on FNOL Processes
Improved FNOL Process time & Response time by
Claim adjuster’s productivity improved by
Customer satisfaction increased by
Well, the question is no longer whether to adopt AI but how to do it effectively. By 2025, businesses with a clear AI strategy will lead their industries, leveraging AI to enhance data analysis, drive innovation, and achieve sustainable growth.
Start building your AI strategy today with Our Salesforce Data and AI services to help businesses like yours unlock the full potential of AI.
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